Certified Financial Planner
Current
Jul 2024 - Present
AeroLeads people directory · profile
Chris Sullivan Cfp,Clu Email & Phone Number
Helping people with their Financial Plans.
at
Futurity First Wealth Management
1 work email found
@mutualofomaha.com
1 phone found area 925
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping people with their Financial Plans.
Location
Concord, California, United States
Who is Chris Sullivan Cfp,Clu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Sullivan Cfp,Clu is listed as Helping people with their Financial Plans. at Futurity First Wealth Management, based in Concord, California, United States. AeroLeads shows a work email signal at mutualofomaha.com, phone signal with area code 925, and a matched LinkedIn profile for Chris Sullivan Cfp,Clu.
Chris Sullivan Cfp,Clu previously worked as Certified Financial Planner at Futurity First Wealth Management and Managing Director at Mutual Of Omaha. Chris Sullivan Cfp,Clu holds Cfp, Financial Planning from College For Financial Planning.
Company email context
Email format at Futurity First Wealth Management
This section adds company-level context without repeating Chris Sullivan Cfp,Clu's masked contact details.
*@mutualofomaha.com
68% confidence
AeroLeads found 1 current-domain work email signal for Chris Sullivan Cfp,Clu. Compare company email patterns before reaching out.
Profile bio
About Chris Sullivan Cfp,Clu
The one thing I've learned is that success comes with building relationships. It’s about helping people help themselves. Whether you’re exploring a new career or planning your financial future, it’s my job to help. I am constantly challenging my team to go that extra mile. That’s what brings out the best in all of us.
Listed skills include Insurance, Fixed Annuities, Disability Insurance, Retirement, and 30 others.
Current workplace
Chris Sullivan Cfp,Clu's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Chris Sullivan Cfp,Clu work experience
A career timeline built from the work history available for this profile.
Managing Director
Jan 2018 - Jul 2024
General Manager
To build the Northern CA territory by hiring and developing Insurance Based Financial Advisors and to assist people in providing them Insurance protection and investment planning.Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: California Insurance License #0701625 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
Dec 1993 - Jan 2018
Consultant
Gmac
Assist GM auto dealers in the Southern CA region with their Insurance and Financial needs.
Apr 2002 - Jul 2004
District Sales Manager
Prudential Insurance & Financial Services
Feb 1986 - Dec 1993
3 education records
Chris Sullivan Cfp,Clu education
Cfp, Financial Planning
College For Financial Planning
Clu, Insurance And Financial Services
The American College Of Financial Services
Bs Business Administration, Marketing
San José State University
FAQ
Frequently asked questions about Chris Sullivan Cfp,Clu
Quick answers generated from the profile data available on this page.
What company does Chris Sullivan Cfp,Clu work for?
Chris Sullivan Cfp,Clu works for Futurity First Wealth Management.
What is Chris Sullivan Cfp,Clu's role at Futurity First Wealth Management?
Chris Sullivan Cfp,Clu is listed as Helping people with their Financial Plans. at Futurity First Wealth Management.
What is Chris Sullivan Cfp,Clu's email address?
AeroLeads has found 1 work email signal at @mutualofomaha.com for Chris Sullivan Cfp,Clu at Futurity First Wealth Management.
What is Chris Sullivan Cfp,Clu's phone number?
AeroLeads has found 1 phone signal(s) with area code 925 for Chris Sullivan Cfp,Clu at Futurity First Wealth Management.
Where is Chris Sullivan Cfp,Clu based?
Chris Sullivan Cfp,Clu is based in Concord, California, United States while working with Futurity First Wealth Management.
What companies has Chris Sullivan Cfp,Clu worked for?
Chris Sullivan Cfp,Clu has worked for Futurity First Wealth Management, Mutual Of Omaha, Gmac, and Prudential Insurance & Financial Services.
How can I contact Chris Sullivan Cfp,Clu?
You can use AeroLeads to view verified contact signals for Chris Sullivan Cfp,Clu at Futurity First Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chris Sullivan Cfp,Clu attend?
Chris Sullivan Cfp,Clu holds Cfp, Financial Planning from College For Financial Planning.
What skills is Chris Sullivan Cfp,Clu known for?
Chris Sullivan Cfp,Clu is listed with skills including Insurance, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Long Term Care, Investments, and Management.
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